VESTOR CAPITAL, LLC

CIK: 0001132699Latest portfolio: $1.4M · Q4 2025

Holdings

265

Total Value

$1.4M

New Positions

20

Closed Positions

43

#StockSharesValue% PortfolioChangeType
1
GOOGAlphabet Inc Class C Common St
74,778$124K8.55%-322,807
2
AAPLApple Inc Com
100,017$120K8.28%-270,802
3
MSFTMicrosoft Corp
86$87K6.00%-153,913
4
IETCiShares U.S. Tech Independence
481$78K5.38%-723,361
5
AVGOBroadcom Inc
61,165$72K4.97%-190,761
6
JPMJP Morgan Chase & Co
13,695$70K4.83%-193,346
7
AMZNAmazon Com Inc
227,269$62K4.28%-4,598
8
NVDANvidia Corp
3,700$57K3.93%-385,052
9
METAMeta Platforms Inc
1,000$49K3.38%-102,407
10
IVVIshares Tr S&P 500 Index Fd
601$47K3.24%-65,240
11
JOYTJPMorgan U.S. Tech Leaders ETF
6,788$46K3.17%-488,967
12
DWDMorgan Stanley Inc
1,490$40K2.76%-169,133
13
TRVCCitigroup Inc
6$34K2.34%-300,842
14
BACBank of America Corp
205,640$33K2.28%+98K
15
WFCWells Fargo & Co
422$28K1.93%-65,127
16
LLYEli Lilly & Co
3,485$25K1.72%+2K
17
ABBVAbbvie Inc Com
441,721$22K1.52%+428K
18
EFAIshares Tr MSCI Index
11,936$22K1.52%-230,019
19
CEGConstellation Energy Group Inc
204,223$20K1.38%+176K
20
MDYSPDR S&P Midcap 400 TR
850$19K1.31%-30,358
21
SPGIS&P Global Inc
79$19K1.31%-12,077
22
JIREJPMorgan International Rsrch E
585$19K1.31%-277,150
23
TSLATesla Inc
2,000$17K1.17%-28,726
24
MRKMerck & Co Inc New Com
689$17K1.17%-5,072
25
ABTAbbott Laboratories
396,992$17K1.17%+324K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
COST971K+966K
XLE971K+891K
AFRM769K+609K
AFG601K+600K
ABBV442K+428K
BRK/B404K+403K
ALS311K+311K
AWC302K+301K
BX246K+245K
BAC206K+98K

Decreased Positions

NameSharesChange
ISREUR502-971474
JUNS671-970314
IETC481-723361
SOFI1K-403149
NVDA4K-385052
AAPL100K-270802
EFA12K-230019
JPM14K-193346
DWD1K-169133
META1K-102407

Sector Breakdown

Financial Services0.0% ($7.870473328221919e+95T)
Technology0.0% ($1.208772576421e+37T)
Healthcare0.0% ($252217171310993211392.0T)
Unknown0.0% ($46403454331999993856.0T)
Industrials0.0% ($123100000000000.0T)
Consumer Cyclical0.0% ($62175500.0T)
Consumer Defensive0.0% ($33210.0T)
Communication Services0.0% ($12449.6T)
Utilities0.0% ($208.0M)
Energy0.0% ($0)
Basic Materials0.0% ($0)
Real Estate0.0% ($0)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 11, 2026$1.4M266
Q3 2025Nov 13, 2025$1.6B289
Q2 2025Aug 12, 2025$1.3B275
Q1 2025May 6, 2025$1.2B254
Q4 2024Feb 11, 2025$1.3B274

Fund Information

CIK0001132699
Most Recent FilingFeb 11, 2026
Number of Filings5

VESTOR CAPITAL, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.4M across 265 holdings. The largest position is Alphabet Inc Class C Common St (GOOG), representing 8.6% of the portfolio. Compared to the previous quarter, the fund opened 20 new positions and closed 43 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.